Connect Espo CRM and Streak to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Contact
Get a pipeline
Get my teams
Get User
List all Boxes in Pipeline
Get Box
List all Stages in Pipeline
List all Fields in a Pipeline
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
Get all meetings in a box
Get threads in a box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
List All Contact Fields
Get Contacts In a Box
Ready to use Espo CRM and Streak automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
New Contact
Triggered when a new contact is created
New Task
Triggers when a Task is created.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Contact
Creating a contact
Get a pipeline
This call will give you a single pipeline given the key.
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Frequently Asked Questions
To start, connect both your Espo CRM and Streak accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Streak (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Streak. This includes choosing which data fields go into which fields of Streak, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Streak typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Streak. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
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